Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
Law firms
Tax, audit & accounting firms
Success stories
-
A true competitive advantage
Law firm Zarwin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
-
Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
-
The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
Questions? We are here to help.
Products
Legal
Trade & supply
Tax, audit & accounting
- 1040SCAN
- Audit Intelligence Analyze
- CoCounsel Audit
- CoCounsel Tax
- Ready to Advise
- Ready to Review
- View all
Corporate tax
Recommended products
-
CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
-
CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
-
CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
Questions? We are here to help.
Purchase
Buy solutions
Resources
Insights
Events
Product training
Product communities
Developers
Highlights
-
2026 SKILLS showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
-
Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
-
Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Screen OREst - Oregon Estimates (1040)
Show all hidden content
Overview
Use this screen to complete the Forms 40, 40N, 40P, 40ES, and the Oregon Estimated Tax Payments Worksheet.
note
State payments are entered in the federal StPmt Screen so that the amounts transfer to the federal Schedule A. If payments for this state are entered in more than one of the four sections provided in federal StPmt Screen, be sure to use the same fields for each section. For example, if you use the
Enter total, or
field in one section, use the Enter total, or
field for all sections that pertain to Oregon. Similarly, if you use the 1st
to 5th
fields, enter amounts in the payment fields for all sections used for Oregon.Overpayment Application
Application of
2025
overpaymentThese code options are the same as those in UltraTax/1040. They instruct UltraTax CS how to apply any current-year overpayment. Your decision affects what prints on the return and the calculation of next year's estimated tax payments.
New clients and converted clients may benefit from global options. Choose Setup, 1040 Individual, and then Oregon tab. Select the New Client Options button and enter the code or codes with which the newly created and converted client returns calculate. These input screen fields transfer the global choice to newly created and converted clients. The transferred codes may be changed in these fields if necessary without being overwritten by the global choice made in the Setup Screen. These fields are proforma'd from year to year; therefore, only newly created and converted clients are affected by global options.
Estimates - Calculated
To have UltraTax CS calculate next year's estimated tax liability and required payments, enter option
2
through 8
in the Application of
field, or make an entry in the 2025
overpaymentEstimates - declaration for
field.2026
note
Using codes 1 and 3 on a tax return that has a Kicker (Oregon surplus) may result in an underpayment of estimated tax in the year following the Kicker. Codes 2 and 6 give an adjustment to be entered for the amount of the taxpayer's Kicker. Code 8 will calculate estimates using the tax liability before the Kicker is applied.
Estimates - declaration for
2026
These codes are the same as those in UltraTax/1040. They tell UltraTax CS which method to use to determine the amount of the next year's estimated tax. If you enter option
2
through 8
in the Application of
field, UltraTax CS defaults to 2025
overpayment1
in the Estimates - declaration for
field. If you leave both of these fields blank, UltraTax CS 2026
does not
generate estimate vouchers or filing instruction information.Amounts for code 5 or 9
If you enter code
5
in the Estimates - declaration for
field, enter the quarterly payments. These amounts are adjusted by the overpayment applied and printed on the vouchers.2026
If you enter code
9
in the Estimates - declaration for
field, enter the wanted quarterly payments. These amounts are not adjusted by the overpayment applied.2026
Amounts for
2026
estimates paidEnter any estimate payments already made toward the next year. These amounts and the applied overpayment subtract from the calculated quarterly gross estimated tax liability to determine the net voucher amounts.
Tax projection options for code 8
If you enter code
8
, Use tax from Tax Projection Worksheet, in the Estimates - declaration for
field, choose an option to customize the tax used to calculate next year's estimates. UltraTax CS automatically adjusts the projected tax liability based on the option you choose. To produce a specific refund amount, enter that amount in the 2026
Amount of refund desired
field.Number of
2026
vouchersThe number of estimate vouchers defaults to
4
. Enter a code to specify fewer than four vouchers. The overpayment and amounts already paid toward next year's estimates are applied to each voucher based on the overpayment code and the quarter in which the amounts were paid.Amount to round up each estimate
This field lets you enter rounding specifications for the estimated payments. The estimated payments can be rounded up to the nearest factor indicated.
For example, if you want to round up each estimated payment to the nearest $10, enter
10
. If you leave this field blank, UltraTax CS automatically rounds each estimated payment up to the next dollar.Treat 4th quarter estimate as due on 12/31/
2026
Use this field to indicate in the filing instructions that the fourth quarter estimate is due by 12/31. A global default is available for all new clients for all state returns. To select this option, choose Setup, 1040 Individual, Federal tab, and then New Client Options button and mark the
Treat the 4th quarter state estimate as due on December 31st
checkbox.